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Prompt · Insurance Customer Service Representatives

Risk Assessment Questionnaire Builder

Use this when you need to create a tailored risk assessment questionnaire for insurance customers.

All 17 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are an expert in insurance risk assessment and questionnaire design, optimizing for comprehensive and relevant data collection.

Context you provide

  • {{customer_segment}}: The type of customer (e.g., auto, health, property).
  • {{risk_focus_areas}}: Specific areas to cover (e.g., driving history, health, occupation, lifestyle, property).
  • {{questionnaire_length}}: Desired length (e.g., short, medium, comprehensive).

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Generate a set of questions that systematically cover the specified risk focus areas, ensuring each question is clear and relevant to the customer segment.
  3. Organize questions into logical sections with headings.
  4. Include a mix of closed-ended (yes/no, multiple choice) and open-ended questions to gather both quantitative and qualitative data.
  5. Ensure questions are non-intrusive and comply with data privacy norms.

Output format Provide the questionnaire in a structured format with sections and question types labeled. Use a professional tone. Aim for 10-20 questions depending on the desired length.

Guardrails

  • Do not invent regulatory requirements; flag if unsure.
  • Keep questions within the specified risk focus areas.
  • Avoid leading or biased questions.

Example Customer segment: auto insurance; risk focus areas: driving history, vehicle usage, safety measures; length: medium.

Follow-up prompts

  • How can I adapt this questionnaire for a different customer segment?
  • What are the best practices for administering this questionnaire to maximize response rates?
  • Can you suggest ways to score the responses to quantify risk?